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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-11 |
Branch Locations
99 Almaden Blvd. Suite 730, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 03/2025 | Present |
| University Of Chicago | Chicago | IL | 07/2015 | 07/2017 |
| Jdem Properties Llc | Niles | IL | 05/2016 | 08/2018 |
| Self-Employed | Centerville | OH | 08/2018 | 11/2019 |
| Leaflink | Los Angeles | CA | 11/2019 | 09/2021 |
| Payqwick | Los Angeles | CA | 09/2021 | 01/2022 |
| Self-Employed | Los Angeles | CA | 01/2022 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-05 |
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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